Pre Market Thoughts - 1 Oct 26
$MU earnings were in my opinion pretty fantastic with 54B of rev vs 51B expected and gross margins of 86%...Most importantly guidance is for much tighter memory supply in 2027 and 2028 vs 2026....As a reminder, current...
@degentradingLSD
Pre Market Thoughts 30 Sep 26
Semis led a rally into the NY session with memory rebounding strongly. This subsided into a volatile 2 way uneasy price action as participants probably trim bets into the earnings AMC today for $MU. OAI also revealed th...
9/30/2026 06:02
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@degentradingLSD
Pre Market Thoughts 29 Sep 26
A Taco hit the wires at around the middle of the NY trading session, this prompted a knee jerk move down in crude that has thus far been retraced. Yields also remain at the highs. Within the SPX Index, Health care was t...
9/29/2026 05:35
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@degentradingLSD
Pre Market thoughts - 28 Sep 26
Yields clustered back to near ATHs to start the week - 10Y at 5.2%, 30Y at 5.5%. Korea is finally open to start the week down 2.5% while $NKY is almost unchanged.
Memory and semis are trading weak at the moment with ...
9/28/2026 04:24
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@degentradingLSD
I’m hosting a zichar dinner during TOKEN2049, bringing together investors, projects, and people doing interesting things across crypto. I’m opening up a few seats beyond my usual circle. It’ll be an evening of good local food and a chance to get to k...
9/25/2026 06:53
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@degentradingLSD
Pre Market Thoughts - 24 Sep 26
Korea holiday for the rest of this week. Despite the soggy SPX performance yesterday, $NKY is actually up 1% for the day. Over the course of last night, post the impressive PMI prints, yields soared to the highs. 10Y ...
9/24/2026 05:27
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@degentradingLSD
Who foresaw the dip? I talk about my tactical positioning first on the gambit terminal chat. https://t.co/3QkCFfe7LX
Gambit is ENTIRELY free to use. https://t.co/On4Ip5PxTd
9/23/2026 14:29
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@degentradingLSD
New functions on https://t.co/dpB01puVtW - you can now drop charts, earnings, option prints, datapoints into the chat directly https://t.co/YX38AaZkJ7
9/23/2026 08:23
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@degentradingLSD
Pre Market Thoughts - 23 Sep 26
Yields are a touch lower. Oil is lower. QQQ stands at ATH. Meanwhile if you look at insti surveys, we just had the most bearish surveys by instis. Prime brokerage data also says that on a 1 year look back we are at re...
9/23/2026 07:14
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@degentradingLSD
- cont 22 Sep 26 - This was posted on Gambit Terminal chat room first
On crypto specifically, i mentioned how i TPed on $ZEC. I think alot of the initial movers will be consolidating after their first move. Some will have another move but for some,...
9/22/2026 13:36
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@degentradingLSD
Pre Market Thoughts - 22 Sep 26
What a day yesterday! Semis repriced across the board with the CPU theme leading strongly while notably memory was lacklustre. For a tactical trade, i have sold out of the CPU stocks into $SNDK. SPX was up 1.5% yester...
9/22/2026 06:40
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@degentradingLSD
dealing with mentally ill people for zero personal upside is what i do on a daily basis. https://t.co/bo7lxKPQtz
9/21/2026 15:43
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